2.
Go to the side bar and change the Dashboard Size
to Automatic and Objects to Tiled
3.
Drag and Drop the Avg 1st Rsp Time
Line Graph to the Dashboard Container.
4.
Drag and drop Scatterplot to the Right Side of
the container.
5.
Drag and drop the 1st Rsp HRS_DOW Chart to the left
bottom half of the container.
Visual Steps 1-5
6.
Add the dashboard controls/ Filters on the top right
section and arrange them:
7.
Drag and Drop Vertical Container on the top
section
8.
Drag and drop another Vertical container and
drop inside Previous container in the way it splits the container in the middle
.
9.
Drag and drop Quadrants Legend in between i
&ii , now you have three containers, one with the quadrants Legends on the
middle.
Visual Steps 6-9
10.
Drag and drop the Created Year Legends to the
right side of the quadrant Legend, now you have 4 containers with two of them
empty on each side.
11.
Make Year of Created filter visible: Click
Average First Response Time Chart > click drop down arrow on the side of the
chart > Click Filters > Click Year of Created, Now you can see the filter
on the right side of the dashboard.
12.
Drag and drop the Year of Created Filter to the
top under Created_Yr Legend, make sure this will split only this container in
half Horizontally.
Visual Steps 10-12
13.
Drag and drop the Avg_FCRR_Goal and Avg_TTC_Goal
to the top right container just like in step (vi).
14.
Re-arrange all the containers to fit on the right corner and fill all the empty
spaces in between them
Visual Steps 13-14
15.
Add the KPI tiles next to Control filters and Legends:
i.
Drag and Drop Avg Days to Close KPI to the left
edge of the empty container.
ii.
Drag and drop the rest of the KPI’s: Avg 1st
Rsp Hrs, First Contact Res, and Total Tickets and arrange them accordingly.
Visual Steps 15.i – 15.ii
16.
Add the Colaberry Logo and the Zendesk Pictures
on Top Left Corner:
i. Download the picture folder: Click on red icon on top of the page that looks like the icon below
ii.
Drag and drop the Image Container to the left
top corner splitting the container in two halves.
iii.
Edit Image object window will appear, click Choose Button and select the Colaberry
logo image> select the option Fit Image and click OK
iv.
Drag and drop Image container below Colaberry
logo and Repeat Step: iii for Zendesk image.
v.
Arrange Pictures and KPI’s Accordingly to make
it fit properly.
Visual Steps 16.i – 16.v
17.
Add Dashboard Header and format the text:
i.
On the bottom of the side bar click Show
dashboard title, the check mark will appear and the title container will appear
on the top of the dashboard with default sheet name (Dashboard 1)
ii.
Right click and select Edit title, the Edit
title dialog box will appear with
default header “ <Sheet
Name>” highlight it and type the New Header Name: Customer Support
Performance
iii.
Highlight New Header Name and Change Text size
to 26, Font to Tableau Bold, Make the Font Bold, and Color Aqua Green: Click
more colors and provide the values below for exact color and Click OK.
Visuals: Steps 17.i – 17.iii
18. Activate the filters on the Charts to make them global.
Visual Step 18
2.
Go to the side bar and change the Dashboard Size
to Automatic and Objects to Tiled
3.
Drag and Drop the Avg 1st Rsp Time
Line Graph to the Dashboard Container.
4.
Drag and drop Scatterplot to the Right Side of
the container.
5.
Drag and drop the 1st Rsp HRS_DOW Chart to the left
bottom half of the container.
Visual Steps 1-5
6.
Add the dashboard controls/ Filters on the top right
section and arrange them:
7.
Drag and Drop Vertical Container on the top
section
8.
Drag and drop another Vertical container and
drop inside Previous container in the way it splits the container in the middle
.
9.
Drag and drop Quadrants Legend in between i
&ii , now you have three containers, one with the quadrants Legends on the
middle.
Visual Steps 6-9
10.
Drag and drop the Created Year Legends to the
right side of the quadrant Legend, now you have 4 containers with two of them
empty on each side.
11.
Make Year of Created filter visible: Click
Average First Response Time Chart > click drop down arrow on the side of the
chart > Click Filters > Click Year of Created, Now you can see the filter
on the right side of the dashboard.
12.
Drag and drop the Year of Created Filter to the
top under Created_Yr Legend, make sure this will split only this container in
half Horizontally.
Visual Steps 10-12
13.
Drag and drop the Avg_FCRR_Goal and Avg_TTC_Goal
to the top right container just like in step (vi).
14.
Re-arrange all the containers to fit on the right corner and fill all the empty
spaces in between them
Visual Steps 13-14
15.
Add the KPI tiles next to Control filters and Legends:
i.
Drag and Drop Avg Days to Close KPI to the left
edge of the empty container.
ii.
Drag and drop the rest of the KPI’s: Avg 1st
Rsp Hrs, First Contact Res, and Total Tickets and arrange them accordingly.
Visual Steps 15.i – 15.ii
16.
Add the Colaberry Logo and the Zendesk Pictures
on Top Left Corner:
i. Download the picture folder: Click on red icon on top of the page that looks like the icon below
ii.
Drag and drop the Image Container to the left
top corner splitting the container in two halves.
iii.
Edit Image object window will appear, click Choose Button and select the Colaberry
logo image> select the option Fit Image and click OK
iv.
Drag and drop Image container below Colaberry
logo and Repeat Step: iii for Zendesk image.
v.
Arrange Pictures and KPI’s Accordingly to make
it fit properly.
Visual Steps 16.i – 16.v
17.
Add Dashboard Header and format the text:
i.
On the bottom of the side bar click Show
dashboard title, the check mark will appear and the title container will appear
on the top of the dashboard with default sheet name (Dashboard 1)
ii.
Right click and select Edit title, the Edit
title dialog box will appear with
default header “ <Sheet
Name>” highlight it and type the New Header Name: Customer Support
Performance
iii.
Highlight New Header Name and Change Text size
to 26, Font to Tableau Bold, Make the Font Bold, and Color Aqua Green: Click
more colors and provide the values below for exact color and Click OK.
Visuals: Steps 17.i – 17.iii
18. Activate the filters on the Charts to make them global.
Visual Step 18